Add a checklist to a task

As you start planning your work, there may be lists of things you need to keep track of for each task. You can add a checklist to a task to help you stay on top of your to-do list.

To add a checklist, select the task to bring up its details, and then click Add an item under Checklist, and then start typing your list. Press Enter to add another item to the list.

Add a checklist to a task

Set the checklist as the task preview to make it easy to see what work is involved in a task. What else can I use for a task preview?

Set as preview

Mark things completed from the Board view by checking them off as you go. What are some other ways to update task progress?

Mark checklist items completed

Turn a checklist item into a task

If a checklist item starts to get more complicated, you can turn it into a separate task in your plan.

Select the task to bring up its details, point to a checklist item, and then choose Promote checklist item to a task.

Promote checklist item to a task

Delete a checklist item

Don't need a checklist item anymore? Select the task to bring up its details, point to a checklist item, and then choose Remove checklist item.

Remove checklist item

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